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Sundaram Rural India Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
17.107 0.27 (1.56%)

NAV as on 20 Apr, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 20 Apr, 2015)

Period Returns (%) Rank #
1 mth 0.6 57
3 mth -3.7 178
6 mth 12.2 102
1 year 39.2 102
2 year 27.3 95
3 year - -
5 year - -

# Moneycontrol Rank within 240 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 0.2 - - - -
2014 5.1 10.8 7.4 8.5 -
2013 -13.7 0.5 -6.3 14.3 -3.4

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.6 -3.7 12.2 39.2 27.3 -- --
Category avg -- -0.9 10.2 31.7 20.6 14.6 7.9
Difference of Fund returns and Category returns 0.6 -2.8 2.0 7.5 6.7 -- --
Best of category 7.5 8.1 29.9 71.8 53.9 40.0 23.5
Worst of category -24.7 -20.9 -10.4 -4.0 3.3 5.5 4.1
Benchmark returns # -1.0 -1.6 9.8 29.9 23.1 17.6 9.6
Difference of Fund returns and Benchmark returns 1.6 -2.1 2.4 9.3 4.2 -- --
# Benchmark Index: S&P BSE 500

Investment Info

Investment Objective

The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity/equity-related instruments of \"Companies that are focussing on Rural India

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark S&P BSE 500
Asset Size (Rs cr) 0.34 (Mar-31-2015)
Minimum Investment Rs.5000
Last Dividend Rs.1.00 (May-02-2014) View Dividend History
Bonus N.A.
Fund Manager J Venkatesan / S Bharath
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 12 months from the date of allotment.

Contact Details

Regd. Office Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014
Tel. No. 91 44 28583362, 28583367
Fax No. 91 44 28583156
Email sundarammutual@sundarammutual.com
Website http://www.sundarammutual.com

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Equity Oppor - RP (G) Rank 2
10,512.16 -3.0 11.1 47.1 26.1 18.4
HDFC Equity Fund (G) Rank 4
16,359.50 -3.3 6.9 36.5 22.5 14.4
Reliance Growth Fund - RP (G) Rank 3
5,535.58 -2.3 11.7 47.6 22.3 11.7
ICICI Pru Dynamic Plan (G) Rank 3
5,497.54 -0.7 7.0 29.7 22.6 14.7
Reliance Vision Fund - RP (G) Rank 4
3,617.46 -2.0 10.6 48.5 20.7 11.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 15)

Equity Sector Value
(Rs cr)
Asset %
UPL Chemicals 7.28 5.61
Bayer CropScien Chemicals 6.49 5.00
Maruti Suzuki Automotive 6.34 4.88
HDFC Bank Banking/Finance 6.11 4.70
GIC Housing Fin Banking/Finance 5.38 4.14
HDFC Banking/Finance 5.34 4.11
ICICI Bank Banking/Finance 5.19 4.00
Heritage Foods Food & Beverage 4.73 3.65
V-Guard Ind Miscellaneous 4.70 3.62
ITC Tobacco 4.44 3.42

Full Portfolio

Sector Allocation (Feb 28, 15)

Sector %

1-Year

HighLow

Banking/Finance 29.99 49.30 18.54
Chemicals 19.33 34.16 14.51
Automotive 9.91 20.68 8.45
Engineering 7.17 12.54 2.11
Miscellaneous 6.48 8.72 2.39
Cement 4.69 8.86 2.69

View All Sectors

Asset Allocation (%)(Feb 28, 15)

Equity 97.62
Others 0.19
Debt 0.00
Mutual Funds N.A
Money Market 3.09
Cash / Call -0.89

View All

Concentration

Holdings (%)
Top 5 24.33
Top 10 43.13
Sector (%)
Top 3 59.23

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